Your workspace may be different depending on your access rights or if your installation uses a customized Sage SalesLogix Web Client.
Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
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Your workspace may be different depending on your access rights or if your installation uses a customized Sage SalesLogix Web Client. |
Use the Lookup to search for records
View or print a detail reportAccount information boxes
The account information boxes contain the primary information about the account. Users with appropriate permissions can edit these boxes.
detail view tabs
Each tab shows specific information you can use for account related activities. Click a link to see more information about each tab.
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
